Chip Stock Investor on $SHOP (Oct 26, 2026)
Shopify still has a lot of potential, with payments, advertising, ecommerce and AI features giving it many levers to keep growing profitably; however, the speaker is unsure where it goes beyond software/services and wants clearer definition of its strategy.
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Orpheus asks, "Is Shopify the new Amazon for the AI future?" Yeah, Shopify has a lot of potential still.
How do they how do they expand beyond software and services? That's that'll be a big question worth asking because they they did make the fora uh which is now years old. We don't need to to rehash all of that conversation, but they did a fantastic job reeling back in the the logistics for Ry that they that they tried and wasn't working out very well.
What comes after software and services, integrated digital payments, integrated advertising services, um ecom is fantastic for that. Yeah. Um there's just there's so many different directions a company can choose to take it.
where does Shopify take it? Um I'm I'm not sure yet. It seems like they're leaning pretty heavy into AI right now and rolling out lots of new features, but I'd like to get more clarity and definition on on what they're going to do because the platform is huge and so they have they have all sorts of levers to pull to continue to grow that business in profitable fashion.
Maybe they'll just go back to selling snowboards.